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647 hedge funds and large institutions have $19.6B invested in PACCAR in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 236 increasing their positions, 242 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more call options, than puts

Call options by funds: $155M | Put options by funds: $44.2M

2% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 242

2.17% less ownership

Funds ownership: 97.12%94.95% (-2.2%)

4% less funds holding

Funds holding: 675647 (-28)

6% less capital invested

Capital invested by funds: $20.8B → $19.6B (-$1.28B)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

26% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 84

Holders
647
Holders Change
-28
Holders Change %
-4.15%
% of All Funds
11.26%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
62
Increased
236
Reduced
242
Closed
84
Calls
$155M
Puts
$44.2M
Net Calls
+$111M
Net Calls Change
-$70M
Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
701
Clifford Swan Investment Counsel
California
-$207K -3,350 Closed
Cerity Partners
702
Cerity Partners
New York
-$207K -3,339 Closed
PWW
703
Pettyjohn Wood & White
Virginia
-$202K -3,263 Closed
HI
704
Horizon Investments
North Carolina
-$200K -3,231 Closed
RA
705
Rational Advisors
New York
-$161K -2,604 Closed
VFA
706
Valeo Financial Advisors
Indiana
-$158K -2,547 Closed
RWB
707
RMR Wealth Builders
New Jersey
-$120K -1,943 Closed
HWA
708
Heritage Wealth Advisors
Virginia
-$120K -1,931 Closed
O
709
Ossiam
France
-$69K -1,113 Closed
IAIM
710
International Assets Investment Management
Florida
-$63K -1,098 Closed
WAP
711
Wealthcare Advisory Partners
Pennsylvania
-$28K -456 Closed
AIC
712
Ameritas Investment Company
Nebraska
-$25.3K -408 Closed
ADIM
713
Alpha DNA Investment Management
Maryland
-$23K -375 Closed
SLF
714
Sun Life Financial
Ontario, Canada
-$19K -308 Closed
WP
715
WealthShield Partners
North Carolina
-$17K -276 Closed
BEI
716
Benjamin Edwards Inc
Missouri
-$17K -275 Closed
AIC
717
Archer Investment Corporation
Indiana
-$12.4K -200 Closed
FEG
718
Financial Enhancement Group
Indiana
-$9K -153 Closed
VBCG
719
Valley Brook Capital Group
Pennsylvania
-$9K -150 Closed
CFFP
720
Center for Financial Planning
Michigan
-$8K -128 Closed
MWP
721
Meridian Wealth Partners
Pennsylvania
-$7K -113 Closed
CHC
722
City Holding Co
West Virginia
-$6K -98 Closed
EP
723
Eudaimonia Partners
Tennessee
-$5K -80 Closed
MLFP
724
MPS Loria Financial Planners
Illinois
-$2K -45 Closed
HR
725
Howe & Rusling
New York
-$2K -33 Closed

PCAR Hedge Fund Activity: Q2 2021 in Review

647 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q2 2021, worth a combined $19.6B — down 6.1% from $20.8B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of PCAR and 62 opened new positions — a net loss of 22 holders — while 242 trimmed existing stakes and 236 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $190M. The largest seller was Capital World Investors, cutting an estimated $358M.

  • 647 institutional investors held PACCAR (PCAR) as of Q2 2021, down from 675 in Q1 2021.
  • Funds reported $19.6B of PACCAR stock for Q2 2021, down 6.1% quarter-over-quarter.
  • 62 funds opened new PACCAR positions in Q2 2021 and 84 closed out, a net change of -22 holders.
  • The largest PACCAR buyer in Q2 2021 was Hotchkis & Wiley Capital Management, an estimated $190M added.
  • The largest PACCAR seller in Q2 2021 was Capital World Investors, an estimated $358M sold.

Based on aggregated 13F filings for Q2 2021.